Fund HoldingsFortis Group Advisors, LLC

Total Portfolio Value
$625.94M
Total Bought
$220.36M
Total Sold
$210.09M
Net Transaction
+$10.27M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR BLO 1 ETF
0312,905+312,905028,6754.58%+28,675
SPDR SERIES TRUST
ST STR P500GRW
094,094+94,094011,1961.79%+11,196
SPDR SERIES TRUST
ST STR BL 12 ETF
0109,475+109,475010,8801.74%+10,880
SPDR SERIES TRUST
ST STR P500ETF
092,573+92,57308,1351.30%+8,135
WISDOMTREE TR(WT)0297,428+297,42807,9561.27%+7,956
ISHARES TR061,710+61,71006,2120.99%+6,212
INVESCO EXCH TRADED FD TR II43,56477,235+33,6715,86212,0171.92%+6,155
SELECT SECTOR SPDR TR
ST STR CARE ETF
035,986+35,98605,7100.91%+5,710
SELECT SECTOR SPDR TR
ST STR REAL ETF
0126,841+126,84105,5850.89%+5,585
VANGUARD WHITEHALL FDS056,001+56,00105,4990.88%+5,499
SPDR SERIES TRUST
ST STR SP AERO
018,396+18,39605,2210.83%+5,221
ETF SER SOLUTIONS
DEFIA QUANT ETF
028,365+28,36504,6910.75%+4,691
SERIES PORTFOLIOS TR
ELDR AAA CLO ETF
0154,727+154,72703,9630.63%+3,963
VANGUARD WELLINGTON FD014,722+14,72203,6730.59%+3,673
ISHARES TR025,025+25,02503,5170.56%+3,517
PACER FDS TR
PACER CASH COWZ
0118,231+118,23103,4770.56%+3,477
WASTE MGMT INC DEL(WM)7,06922,218+15,1491,6444,9520.79%+3,308
EXXON MOBIL CORP024,013+24,01303,2830.52%+3,283
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
043,405+43,40503,2660.52%+3,266
ROUNDHILL ETF TRUST043,883+43,88303,2410.52%+3,241
ISHARES TR
MSCI USA MIN ETF
032,436+32,43603,1290.50%+3,129
VANGUARD INTL EQUITY INDEX F23,63142,264+18,6333,5736,6331.06%+3,060
INVESCO EXCH TRADED FD TR II097,895+97,895015,8142.53%+15,814
ISHARES INC
MSCI EMRG CHN
8,86235,675+26,8138073,6500.58%+2,843
REALTY INCOME CORP(O)047,965+47,96502,9720.47%+2,972
SELECT SECTOR SPDR TR
ST STR STAPL ETF
029,998+29,99802,4920.40%+2,492
GOLDMAN SACHS PHYSICAL GOLD(AAAU)0181,273+181,27307,1731.15%+7,173
ISHARES TR034,016+34,01603,0820.49%+3,082
ETF OPPORTUNITIES TRUST
HEDGEYE CAPITAL
81,439164,864+83,4252,2584,5010.72%+2,242
NOVO-NORDISK A S(NVO)072,916+72,91603,4960.56%+3,496
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
78,38985,349+6,96015,94818,1602.90%+2,212
BARON ETF TR
FIRST PRINC ETF
083,580+83,58002,0390.33%+2,039
ENTREPRENEURSHARES SERIES TR096,255+96,25502,0260.32%+2,026
KRANESHARES TRUST040,594+40,59401,9030.30%+1,903
VANECK ETF TRUST
RARE EAR STR ETF
020,731+20,73101,8350.29%+1,835
NEW YORK LIFE INVTS ACTIVE E
MACK CORE BD ETF
085,904+85,90401,7950.29%+1,795
AXON ENTERPRISE INC(AXON)03,116+3,11601,7470.28%+1,747
AMERICAN CENTY ETF TR
SMAL CA INSI ETF
034,502+34,50201,7320.28%+1,732
VANECK ETF TRUST
MRNGSTR WDE MOAT
015,369+15,36901,5980.26%+1,598
SPDR SERIES TRUST
ST STR SP TELCO
06,988+6,98801,5900.25%+1,590
ISHARES TR16,66131,340+14,6791,8593,4300.55%+1,571
VANECK ETF TRUST
URANI NUCLE ETF
012,823+12,82301,4870.24%+1,487
MARVELL TECHNOLOGY INC(MRVL)3,1146,713+3,5995142,0000.32%+1,485
ASTERA LABS INC(ALAB)03,045+3,04501,4710.23%+1,471
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
07,646+7,64601,4660.23%+1,466
PFIZER INC(PFE)058,769+58,76901,4150.23%+1,415
ISHARES TR056,213+56,21304,8580.78%+4,858
HIMS & HERS HEALTH INC(HIMS)44,98371,900+26,9171,2222,4930.40%+1,271
VANGUARD INDEX FDS05,134+5,13401,2640.20%+1,264
SPDR SERIES TRUST
ST STR R1K LOWV
06,834+6,83401,2400.20%+1,240
SPDR INDEX SHS FDS
ST STR PO EX ETF
023,364+23,36401,1770.19%+1,177
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
036,899+36,899011,1791.79%+11,179
NEW YORK LIFE INVESTMENTS ET
FTSE INTL EQTY C
028,612+28,61201,0900.17%+1,090
SWEETGREEN INC0110,891+110,89109770.16%+977
ISHARES TR
HDG MSCI EAFE
020,068+20,06809420.15%+942
INVESCO EXCH TRADED FD TR II
ALERIAN GLXY CRY
057,757+57,75709390.15%+939
ISHARES TR
MSCI USA MMENTM
16,20316,073-1304,6015,5100.88%+909
PACER FDS TR
NASD IN PATE ETF
024,269+24,26909020.14%+902
ELI LILLY & CO(LLY)03,294+3,29403,9510.63%+3,951
SELECT SECTOR SPDR TR
ST STR UTIL ETF
018,117+18,11708210.13%+821
SPACE EXPLORATION TECHN CORP04,622+4,62207900.13%+790
LAM RESEARCH CORP(LRCX)04,431+4,43101,9200.31%+1,920
ISHARES INC
MSCI JAPAN ETF
08,223+8,22307670.12%+767
SOFI TECHNOLOGIES INC(SOFI)0108,795+108,79501,9510.31%+1,951
COREWEAVE INC(CRWV)2,2999,305+7,0062579260.15%+670
RBB FUND TRUST
FIRS EAGL OV ETF
010,527+10,52705620.09%+562
GLOBAL X FDS
GLOBAL X COPPER
011,160+11,16008590.14%+859
ISHARES TR018,717+18,71707,3741.18%+7,374
ISHARES TR39,18139,164-178,1408,6631.38%+523
ADVANCED MICRO DEVICES INC(AMD)1,8242,011+1876471,1680.19%+522
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
019,677+19,67705180.08%+518
WESTERN DIGITAL CORP(WDC)02,497+2,49701,5950.25%+1,595
SSGA ACTIVE ETF TR
ST STR BL LN ETF
012,449+12,44905020.08%+502
SPDR SERIES TRUST
ST STR P500VAL
08,114+8,11404930.08%+493
DBX ETF TR
XTRA SE SELE ETF
04,631+4,63104820.08%+482
STATE STREET(SPY)04,095+4,09503,0580.49%+3,058
NEW YORK LIFE INVTS ACTIVE E
MACKAY MUN INTER
017,928+17,92804370.07%+437
CLOUDFLARE INC(NET)10,67310,604-692,1882,6010.42%+413
VANGUARD WHITEHALL FDS02,208+2,20803490.06%+349
SELECT SECTOR SPDR TR
ST STR DISCR ETF
02,754+2,75403230.05%+323
LISTED FDS TR
ROUN MA SEVE ETF
04,974+4,97403200.05%+320
SELECT SECTOR SPDR TR
ST STR INDL ETF
01,688+1,68803130.05%+313
SELECT SECTOR SPDR TR
ST STR ENERG ETF
05,739+5,73903050.05%+305
STATE STR SPDR DOW JONES IND(DIA)09,112+9,11204,7600.76%+4,760
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
35,07934,844-2353,9414,2310.68%+290
BRITISH AMERN TOB PLC(BTI)04,670+4,67002880.05%+288
INTERNATIONAL BUSINESS MACHS(IBM)05,445+5,44501,5310.24%+1,531
AMERICAN CENTY ETF TR24,86626,468+1,6022,1532,4140.39%+261
INVESCO ACTIVELY MANAGED EXC
AAA CLO FLTNG RT
09,891+9,89102530.04%+253
10X GENOMICS INC(TXG)015,527+15,52705950.10%+595
MICRON TECHNOLOGY INC(MU)571468-1032955400.09%+245
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
027,323+27,32302,4620.39%+2,462
J P MORGAN EXCHANGE TRADED F
JPMORGAM LTD DUR
04,592+4,59202400.04%+240
EA SERIES TRUST
STRIVE US SEMICO
01,961+1,96102390.04%+239
PRIMORIS SVCS CORP(PRIM)02,372+2,37202350.04%+235
CARRIER GLOBAL CORPORATION(CARR)03,202+3,20202350.04%+235
ROKU INC(ROKU)01,697+1,69702340.04%+234
INTEL CORP(INTC)5,4725,348-1245177470.12%+230
SELECT SECTOR SPDR TR
ST STR SVC ETF
02,069+2,06902220.04%+222
AMERICAN CENTY ETF TR04,216+4,21602140.03%+214
Page 1 of 1